Automatically Create New Work Orders for Failed PMs

This option on the Work Order Options screen means that TMS will automatically create a corrective maintenance work order when a PM or PE work order is saved with a FAILPM Sub Status or other Sub Status code of your choosing.

To create a work order for failed PMs, follow these steps:

1. Open the Work Order Options screen (Setup > Work Orders > Options).

2. Check the Create Work Order for Failed PMs box.
3. Select the Status that failed PM/PE work orders will be saved with.  For example, Active.
4. Select the Sub Status that failed PM/PE work orders will be saved with. For example, FAILPM.
5. Select the Type code for the work order that will be created for the failed PM/PE work order.  For example, Corrective Maintenance.
6. Select a Status for the created work order.  For example, Active.
7. Select a Sub Status for the created work order. For example, Priority Escalated.
8. Select a Priority for the created work order.  For example, Urgent.
9. Click Save.  
10. Click Yes to overwrite all groups or No to save only this segment.

If you followed the example above, when you save a work order with a Type of Preventive Maintenance that is ACTIVE/FAILPM, TMS automatically creates a new corrective maintenance work order as ACTIVE/ISSUED, and Urgent.